Jason P. Tank, CFA, CFP® | Jason is the founder of Front Street Wealth Management, serving individuals and families as a fee-only wealth manager in the Traverse City area for two decades, and is also the founder of the Money Series, a nonprofit committed to providing open access to financial education, for all.
Before becoming a fee-only investment adviser and financial planner, Jason practiced as an actuary specializing in investment and liability risk management for Allianz Life Insurance Company and ReliaStar Investment Research, both located in Minneapolis, Minnesota. He later applied his actuarial background to serve clients as a wealth manager in Northern Michigan.
Jason graduated from Michigan State University in 1994 with a Bachelor’s degree in Mathematics. In 1999, Jason became an Associate of the Society of Actuaries (ASA, ’99-’04). Currently, he is both a Chartered Financial Analyst (CFA) charterholder and a Certified Financial Planner (CFP®) certificant. Jason is a member of the CFA Institute, CFP Board and NAPFA.
Jason and his wife Jennifer are long-time natives of Traverse City. Together, they have three children.
Jean C. Clous | Jean joined our firm in 2009, bringing with her a decade of office administration and business operations experience, previously working as co-owner and office manager of Progressive Building & Design.
Jean handles all administrative client requests and works to support a quality customer care experience. She consistently provides a positive and systematic approach to her varied responsibilities. At the heart of her work is a deep respect for client confidentiality.
As the firm’s operations manager, Jean’s responsibilities are many. These span the maintenance of our regulatory compliance program to our firm’s internal bookkeeping. Her other duties include maintaining the integrity of our clients’ account data and managing the quality of our client reporting process. In addition, she also manages our social media presence, our website and provides valuable editing services for our firm’s published commentaries.
Jean enjoys flower and vegetable gardening with her husband, Brian, who is a nurse at Munson Hospital. She is involved in USTA tennis and fundraising events. She also loves spending time with her two adult children, Cory and Ronni, and their growing families.